SC&H Financial Advisors’s Coca-Cola KO Stock Holding History

SC&H Financial Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$371K	Buy	4,315 +22	+0.5%	+$1.91K	0.05%	106
2026 Q2	$349K	Buy	4,293 +23	+0.5%	+$1.82K	0.05%	117
2026 Q1	$325K	Hold	4,270	–	–	0.05%	117
2025 Q4	$299K	Buy	4,270 +544	+15%	+$37.9K	0.05%	127
2025 Q3	$247K	Sell	3,726 -180	-5%	-$12.4K	0.04%	135
2025 Q2	$276K	Sell	3,906 -122	-3%	-$8.69K	0.05%	124
2025 Q1	$288K	Buy	+4,028	New	+$269K	0.06%	116
2023 Q4	–	Sell	-3,763	Closed	-$211K	–	144
2023 Q3	$211K	Buy	+3,763	New	+$226K	0.07%	127
2022 Q1	–	Sell	-3,609	Closed	-$214K	–	156
2021 Q4	$214K	Buy	+3,609	New	+$201K	0.12%	147

Other funds holding KO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SC&H Financial Advisors's KO Position: Q3 2026 in Review

SC&H Financial Advisors increased its Coca-Cola (KO) stake by 0.51% in Q3 2026, buying an estimated $1.91K and bringing the position to 4,315 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #106.

SC&H Financial Advisors first reported a position in KO in Q4 2021 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold KO as of Q3 2026.

SC&H Financial Advisors held 4,315 shares of Coca-Cola worth $371K as of Q3 2026.
SC&H Financial Advisors bought 22 Coca-Cola shares in Q3 2026, an estimated $1.91K.
Coca-Cola made up 0.05% of SC&H Financial Advisors's portfolio in Q3 2026, its #106 holding.
SC&H Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 9 quarters since.
452 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.